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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

681 hedge funds and large institutions have $6.43B invested in Schwab US Broad Market ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 263 increasing their positions, 211 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+92
Holders Change %
+15.62%
% of All Funds
13.45%
Holding in Top 10
110
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.79%
% of All Funds
2.17%
New
123
Increased
263
Reduced
211
Closed
24
Calls
$5.04M
Puts
$871K
Net Calls
+$4.16M
Net Calls Change
+$912K

Top Buyers

1
GSWM
1
Golden State Wealth Management
California
$59.1M
2
Wells Fargo
2
Wells Fargo
California
$37.3M
3
PCA
3
Personal Capital Advisors
California
$21.1M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$851M
5
FPCG
5
Fort Pitt Capital Group
Pennsylvania
$45.3M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$739M
2
Betterment LLC
2
Betterment LLC
New York
$501M
3
Bank of America
3
Bank of America
North Carolina
$93.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$46.2M
5
Jane Street
5
Jane Street
New York
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
501
Grimes & Company
Massachusetts
$275K +$154 +12 +0.1%
MFG
502
Merit Financial Group
Georgia
$271K +$271K +21,156 New
BCM
503
Bowie Capital Management
Texas
$269K – – –
GI
504
GS Investments
Minnesota
$269K -$268K -24,384 -50%
TW
505
Transform Wealth
Colorado
$267K -$3K -234 -1%
MCM
506
Maxim Capital Management
California
$266K +$49.5K +4,956 +23%
RPG
507
Resource Planning Group
Georgia
$266K +$266K +20,796 New
WA
508
Wealth Architects
California
$265K +$770 +60 +0.3%
Cerity Partners
509
Cerity Partners
New York
$263K -$11.6K -906 -4%
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$262K -$77 -6 -0%
HWA
511
Heritage Way Advisors
Illinois
$262K – – –
ZIM
512
Zacks Investment Management
Illinois
$262K +$262K +20,472 New
Deutsche Bank
513
Deutsche Bank
Germany
$258K +$258K +20,172 New
HI
514
Human Investing
Oregon
$255K +$33.6K +2,622 +15%
AWM
515
AE Wealth Management
Kansas
$255K +$255K +19,938 New
RHBC
516
R.H. Bluestein & Co
Michigan
$254K +$254K +19,800 New
WAP
517
Wealthcare Advisory Partners
Pennsylvania
$253K +$77 +6 +0%
Baird Financial Group
518
Baird Financial Group
Wisconsin
$251K +$20.2K +1,578 +9%
AWM
519
Altus Wealth Management
Kentucky
$251K +$251K +19,554 New
MFT
520
Moisand Fitzgerald Tamayo
Florida
$247K -$11.7K -912 -5%
MGIA
521
Moneta Group Investment Advisors
Missouri
$245K +$245K +19,122 New
PSF
522
Pacific Sun Financial
California
$243K – – –
WP
523
WealthSource Partners
California
$242K -$461 -36 -0.2%
AllianceBernstein
524
AllianceBernstein
Tennessee
$240K – – –
MCM
525
Mengis Capital Management
Oregon
$236K -$12K -942 -5%
19 20
21
22 23